Sergey G.

Helping manufacturing and industrial teams build scalable CPQ, quoting, pricing automation, quote generation, proposal generation, and quote-to-cash systems that actually work in real sales operations. Experience working with CPQ platforms including Salesforce CPQ, Revenue Cloud, Oracle CPQ, Apttus CPQ, custom product configurators, and pricing automation solutions. Verticals: industrial equipment, HVAC & mechanical contractors, contract manufacturing, building materials, engineered products, custom assemblies, field services. Where I've helped: Spreadsheets → structured quoting & pricing automation Moved pricing logic, product configuration rules, pricing configuration, quote generation processes, and approval workflows out of Excel into scalable CPQ and quote management systems sales reps can actually use without breaking pricing. Homegrown tools → maintainable quote-to-cash systems Preserved existing business logic while removing single-developer dependency and improving maintainability, quoting workflows, sales operations visibility, CRM automation, and RevOps processes. Document builders (PandaDoc, Qwilr) → automated proposal generation Connected configuration, pricing engines, CRM data, Salesforce CRM, and ERP systems so quotes, proposals, SOWs, and sales documents generate automatically from rules instead of manual assembly. Heavy CPQ (Salesforce CPQ, Oracle CPQ) → right-sized implementation Simplified existing CPQ setups, pricing workflows, quote generation processes, product configuration models, and product configurators — or replaced overengineered systems with tools that better match how the sales team actually sells. Quote-to-cash workflow setup end-to-end Quotes → proposals → contracts → e-sign → sales orders → fulfillment Built full document automation flows with branded proposal generation, contract generation, approval routing, e- sign integration (DocuSign, PandaDoc, native e-sign), and downstream Sales Order / Purchase Order automation. Approved quotes flow directly into fulfillment without manual re-entry, duplicate data entry, pricing mismatches, or version control issues between sales and operations. Experience with: CPQ, Configure Price Quote (CPQ), Salesforce CPQ, Revenue Cloud, pricing automation, pricing configuration, proposal automation, sales quoting, quote generation, proposal generation, RevOps workflows, Quote to Cash (QTC), sales document automation, CRM automation, Salesforce CRM, Salesforce Sales Cloud, product configuration, approval workflows, contract management, ERP/CRM integration, API integration, subscription pricing, dynamic pricing, sales operations, and quote-to-cash processes. Not sure where to start? Send a quick overview of your current quoting process, pricing workflow, quote generation process, CPQ implementation, or proposal generation setup — I’ll take a look and share what I’d improve, no commitment required.